Snider Financial Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Snider Financial Group held in its portfolio 105 assets valued at $375,250,661 (i.e. $375.25M).
The most valuable assets in the portfolio included: ISHARES TR ($42.90M), ISHARES TR ($23.45M), and VANGUARD SPECIALIZED FUNDS ($21.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 105 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Snider Financial Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 62635 | 42901246 | CORE S&P500 ETF |
| ISHARES TR | 234810 | 23452850 | CORE US AGGBD ET |
| VANGUARD SPECIALIZED FUNDS | 96663 | 21244501 | DIV APP ETF |
| MICROSOFT CORP | 36345 | 17577182 | COM |
| ISHARES TR | 682014 | 15703363 | US TREAS BD ETF |
| ELI LILLY & CO | 12684 | 13631394 | COM |
| AMAZON COM INC | 49395 | 11401354 | COM |
| APPLE INC | 41319 | 11233046 | COM |
| ALPHABET INC | 34300 | 10763407 | CAP STK CL C |
| ISHARES TR | 204604 | 10348880 | ULTRA SHORT DUR |
| META PLATFORMS INC | 14095 | 9304074 | CL A |
| SELECT SECTOR SPDR TR | 61531 | 8858630 | STATE STREET TEC |
| SPDR SERIES TRUST | 163552 | 8848553 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 244141 | 7963879 | US LCAP GR ETF |
| COLUMBIA ETF TR I | 184821 | 7548079 | RESH ENHNC COR |
| ISHARES TR | 78113 | 7437925 | MBS ETF |
| NVIDIA CORPORATION | 37306 | 6957591 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 18994 | 5772198 | SPONSORED ADS |
| STRYKER CORPORATION | 16370 | 5753416 | COM |
| JPMORGAN CHASE & CO. | 17699 | 5702915 | COM |
| WALMART INC | 46743 | 5207682 | COM |
| COSTCO WHSL CORP NEW | 5633 | 4857747 | COM |
| HEICO CORP NEW | 14716 | 4761958 | COM |
| CROWDSTRIKE HLDGS INC | 9938 | 4658537 | CL A |
| TRANSDIGM GROUP INC | 3469 | 4613441 | COM |
| J P MORGAN EXCHANGE TRADED F | 78386 | 4486815 | EQUITY PREMIUM |
| VEEVA SYS INC | 20000 | 4464600 | CL A COM |
| PALO ALTO NETWORKS INC | 23377 | 4306043 | COM |
| ISHARES TR | 25000 | 4219250 | ISHARES BIOTECH |
| VISA INC | 10963 | 3844972 | COM CL A |
| AUTODESK INC | 12944 | 3831553 | COM |
| BROADCOM INC | 11029 | 3817273 | COM |
| S&P GLOBAL INC | 7300 | 3814747 | COM |
| VANECK ETF TRUST | 9013 | 3245925 | SEMICONDUCTR ETF |
| ISHARES TR | 69269 | 3148282 | MSCI INTL QUALTY |
| SPDR S&P 500 ETF TR | 4259 | 2904378 | TR UNIT |
| ISHARES TR | 18581 | 2762788 | CORE S&P TTL STK |
| VANECK ETF TRUST | 21939 | 2724865 | URANIUM AND NUCL |
| ISHARES TR | 25355 | 2596146 | 0-5 YR TIPS ETF |
| FIDELITY COVINGTON TRUST | 70449 | 2562929 | ENHANCED MID |
| ISHARES TR | 28525 | 2551820 | CORE MSCI EAFE |
| ARISTA NETWORKS INC | 17058 | 2235110 | COM SHS |
| VANGUARD MUN BD FDS | 39905 | 2006804 | TAX EXEMPT BD |
| BERKSHIRE HATHAWAY INC DEL | 3991 | 2006076 | CL B NEW |
| INVESCO QQQ TR | 3101 | 1905113 | UNIT SER 1 |
| ALPHABET INC | 5779 | 1808750 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 22767 | 1674743 | ALLWRLD EX US |
| ISHARES TR | 3462 | 1638565 | RUS 1000 GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| INVESCO EXCHANGE TRADED FD T | 21029 | 1246606 | S&P 500 TOP 50 |
| CORTEVA INC | 17403 | 1166553 | COM |
| VANGUARD WHITEHALL FDS | 8116 | 1164808 | HIGH DIV YLD |
| BANK AMERICA CORP | 20232 | 1112744 | COM |
| VANGUARD INDEX FDS | 1733 | 1086952 | S&P 500 ETF SHS |
| ISHARES TR | 11198 | 1054407 | MSCI USA MIN VOL |
| ISHARES TR | 41107 | 962115 | IBONDS DEC 29 |
| GE AEROSPACE | 3101 | 955215 | COM NEW |
| VANGUARD INDEX FDS | 4655 | 889070 | VALUE ETF |
| ISHARES TR | 4171 | 877328 | RUS 1000 VAL ETF |
| STARBUCKS CORP | 9857 | 830065 | COM |
| ISHARES TR | 9079 | 768408 | CORE MSCI TOTAL |
| VANGUARD SCOTTSDALE FDS | 2336 | 721917 | VNG RUS1000IDX |
| DUPONT DE NEMOURS INC | 17479 | 702645 | COM |
| QNITY ELECTRONICS INC | 8264 | 674734 | COMMON STOCK |
| VANGUARD ADMIRAL FDS INC | 5894 | 653998 | SMLLCP 600 IDX |
| COCA COLA CO | 8755 | 612062 | COM |
| ORACLE CORP | 3063 | 596973 | COM |
| 3M CO | 3584 | 573864 | COM |
| HOME DEPOT INC | 1616 | 556007 | COM |
| NORTHROP GRUMMAN CORP | 944 | 538017 | COM |
| INVESCO EXCHANGE TRADED FD T | 5240 | 536662 | S&P MDCP QUALITY |
| DOW INC | 19764 | 462085 | COM |
| VANGUARD TAX-MANAGED FDS | 7363 | 459944 | VAN FTSE DEV MKT |
| VANECK MERK GOLD ETF | 10532 | 436867 | GOLD SHS |
| GE VERNOVA INC | 654 | 427465 | COM |
| ISHARES TR | 2960 | 405369 | RUS MD CP GR ETF |
| VANGUARD SCOTTSDALE FDS | 6744 | 396075 | SHORT TERM TREAS |
| FIDELITY COVINGTON TRUST | 5760 | 384480 | LOW VOLITY ETF |
| FIDELITY COVINGTON TRUST | 6245 | 381070 | DIVID ETF RISI |
| SPDR GOLD TR | 910 | 360642 | GOLD SHS |
| COLUMBIA ETF TR II | 9170 | 351749 | EM CORE EX ETF |
| FIDELITY COVINGTON TRUST | 12449 | 334763 | MSCI RL EST ETF |
| VANGUARD INDEX FDS | 676 | 329793 | GROWTH ETF |
| OCCIDENTAL PETE CORP | 7932 | 326153 | COM |
| SCHWAB STRATEGIC TR | 9772 | 320033 | EMRG MKTEQ ETF |
| VANGUARD INDEX FDS | 1735 | 307737 | MCAP VL IDXVIP |
| PEPSICO INC | 2103 | 301830 | COM |
| SELECT SECTOR SPDR TR | 1943 | 300776 | STATE STREET HEA |
| VANGUARD INDEX FDS | 1061 | 296237 | MCAP GR IDXVIP |
| BANCO SANTANDER SA | 24496 | 287334 | ADR |
| FIDELITY COVINGTON TRUST | 10872 | 281694 | INT HG DIV ETF |
| NEXTERA ENERGY INC | 3500 | 280980 | COM |
| ISHARES TR | 1922 | 271096 | RUS MDCP VAL ETF |
| VANGUARD ADMIRAL FDS INC | 2689 | 262877 | SMLCP 600 VAL |
| FIDELITY MERRIMACK STR TR | 5534 | 254793 | TOTAL BD ETF |
| ISHARES TR | 5414 | 251947 | CORE UNIVRSL USD |
| ISHARES TR | 1809 | 233053 | ESG MSCI KLD 400 |
| SELECT SECTOR SPDR TR | 5665 | 228596 | STATE STREET REA |
| VANGUARD ADMIRAL FDS INC | 1971 | 220358 | MIDCP 400 IDX |
| NUSHARES ETF TR | 4882 | 219934 | NUVEEN ESG LRGVL |
| GENERAL MTRS CO | 2585 | 210235 | COM |
| AUTOMATIC DATA PROCESSING IN | 800 | 205784 | COM |
| ISHARES INC | 3056 | 205424 | CORE MSCI EMKT |
| NEWMONT CORP | 2016 | 201308 | COM |
| VANGUARD SCOTTSDALE FDS | 1643 | 200035 | VNG RUS1000GRW |
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